Beaton Management Co. Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Beaton Management Co. Inc. held in its portfolio 148 assets valued at $226,977 (i.e. $226.98K).
The most valuable assets in the portfolio included: NVIDIA CORP ($11.14K), APPLE INC ($8.16K), and MICROSOFT CORP ($7.98K).
The chart below shows the top 10 valuable assets, and the table below shows the top 148 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Beaton Management Co. Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORP | 59736 | 11141 | Common |
| APPLE INC | 30032 | 8165 | Common |
| MICROSOFT CORP | 16494 | 7977 | Common |
| JPMORGAN CHASE & CO | 21806 | 7026 | Common |
| LILLY ELI & CO | 5911 | 6352 | Common |
| META PLATFORMS INC CL A | 9412 | 6213 | Common |
| AMAZON.COM INC | 26882 | 6205 | Common |
| BERKSHIRE HATHAWAY INC | 2584 | 5825 | Common |
| TORONTO DOMINION BK NEW | 61489 | 5792 | Common |
| O REILLY AUTOMOTIVE INC | 59420 | 5420 | Common |
| EXXON MOBIL CORP | 43621 | 5249 | Common |
| ALPHABET INC CL A | 15396 | 4819 | Common |
| BANK OF AMER CORP | 81195 | 4466 | Common |
| JOHNSON & JOHNSON COM | 21392 | 4427 | Common |
| INVESCO QQQ TRUST ETF | 6715 | 4125 | ETF |
| PROCTER & GAMBLE CO | 28015 | 4015 | Common |
| THERMO FISHER SCIENTIFIC | 6903 | 4000 | Common |
| PEPSICO INC | 25558 | 3668 | Common |
| RTX CORP | 19497 | 3576 | Common |
| CHEVRON CORP | 21831 | 3327 | Common |
| CATERPILLAR INC | 5783 | 3313 | Common |
| AMPHENOL CORP NEW CL A | 23600 | 3189 | Common |
| HOME DEPOT INC | 9088 | 3127 | Common |
| COSTCO WHOLESALE CORP | 3566 | 3075 | Common |
| DEERE AND CO | 6236 | 2903 | Common |
| GE AEROSPACE | 9405 | 2897 | Common |
| ISHARES RUSSELL 1000 | 5996 | 2838 | ETF |
| PHILIP MORRIS INTL INC | 17050 | 2735 | Common |
| WALT DISNEY CO (HOLDING | 23605 | 2686 | Common |
| HONEYWELL INTL INC | 12803 | 2498 | Common |
| ABBVIE INC COM | 10415 | 2380 | Common |
| MERCK & CO INC COM | 21987 | 2314 | Common |
| STATE STREET CORP | 17770 | 2293 | Common |
| NORTHROP GRUMMAN CORP | 3686 | 2102 | Common |
| WALMART INC | 18107 | 2017 | Common |
| SPDR S&P 500 ETF TR | 2955 | 2015 | ETF |
| 3M CO | 11475 | 1837 | Common |
| VISA INC CL A | 5214 | 1829 | Common |
| TESLA INC | 4020 | 1808 | Common |
| BOEING CO COM | 8284 | 1799 | Common |
| NEXTERA ENERGY INC COM | 19700 | 1582 | Common |
| INVESCO S&P 500 EQUAL | 8174 | 1566 | ETF |
| GOLDMAN SACHS GROUP INC | 1750 | 1538 | Common |
| LOCKHEED MARTIN CORP | 3158 | 1527 | Common |
| INTL BUSINESS MACH | 5014 | 1485 | Common |
| MCDONALDS CORP | 4724 | 1444 | Common |
| VERIZON COMMUNICATIONS | 35088 | 1429 | Common |
| COCA COLA CO COM | 19881 | 1390 | Common |
| ORACLE CORP | 6829 | 1331 | Common |
| BRISTOL MYERS SQUIBB CO | 23369 | 1261 | Common |
| NOVARTIS AG SPON ADR | 8873 | 1223 | Sponsored ADR |
| LOWES COS INC COM | 4861 | 1172 | Common |
| PFIZER INC | 46565 | 1159 | Common |
| AT&T INC | 46304 | 1150 | Common |
| STATE STREET TECHNOLOGY | 7830 | 1127 | ETF |
| AMGEN INC | 3409 | 1116 | Common |
| ULTRA SEMICONDUCTOR | 20980 | 1102 | ETF |
| CISCO SYSTEMS INC | 14006 | 1079 | Common |
| ROCKWELL AUTOMATION INC | 2768 | 1077 | Common |
| NIKE INC CL B | 16121 | 1027 | Common |
| PROSHARES ULTRA DOW30 | 16800 | 955 | ETF |
| ADOBE SYS INC COM | 2654 | 929 | Common |
| WELLS FARGO & CO NEW | 9850 | 918 | Common |
| MASTERCARD INC CL A | 1582 | 903 | Common |
| FEDEX CORP | 3117 | 900 | Common |
| INTEL CORP | 23582 | 870 | Common |
| HCA HEALTHCARE INC | 1850 | 864 | Common |
| MONDELEZ INTL INC | 15381 | 828 | Common |
| ALPHABET INC CL C | 2622 | 823 | Common |
| LINDE PLC NEW EUR | 1883 | 803 | Common |
| WEC ENERGY GROUP INC COM | 7584 | 800 | Common |
| STATE STREET INDL SELECT | 5126 | 795 | ETF |
| SERVICENOW INC | 5125 | 785 | Common |
| NASDAQ INC | 7800 | 758 | Common |
| CONOCOPHILLIPS | 7205 | 674 | Common |
| CIGNA GROUP COM | 2430 | 669 | Common |
| ALLSTATE CORP | 3174 | 661 | Common |
| CBRE GROUP INC CL A | 4100 | 659 | Common |
| UFP TECHNOLOGIES INC | 2950 | 655 | Common |
| ISHARES EXPANDED | 4850 | 626 | ETF |
| ISHARES RUSSELL 2000 ETF | 2474 | 609 | ETF |
| LUMENTUM HOLDINGS INC | 1620 | 597 | Common |
| CVS HEALTH CORP | 7360 | 584 | Common |
| RELIANCE INC | 2000 | 578 | Common |
| STATE STREET HEALTH CARE | 3729 | 577 | ETF |
| TE CONNECTIVITY PLC | 2436 | 554 | Common |
| NORFOLK SOUTHN CORP COM | 1880 | 543 | Common |
| SYSCO CORP | 7247 | 534 | Common |
| ABBOTT LABS | 4119 | 516 | Common |
| EMERSON ELECTRIC CO | 3845 | 510 | Common |
| FIRST TRUST NASDAQ 100 | 2150 | 495 | ETF |
| WATERS CORP | 1300 | 494 | Common |
| SHELL PLC SPON ADR | 6390 | 470 | Sponsored ADR |
| NETFLIX INC | 4980 | 467 | Common |
| AMERICAN WATER WORKS CO | 3525 | 460 | Common |
| CITIGROUP INC | 3866 | 451 | Common |
| AMERIPRISE FINANCIAL INC | 910 | 446 | Common |
| GENERAC HLDGS INC | 3225 | 440 | Common |
| FIRST TRUST SENIOR LN | 9450 | 434 | ETF |
| STATE STREET MATERIALS | 9260 | 420 | ETF |
| EATON CORP PLC | 1309 | 417 | Common |
| QNITY ELECTRONICS INC | 4989 | 407 | Common |
| DUPONT DE NEMOURS INC | 9999 | 402 | Common |
| SALESFORCE INC. | 1485 | 393 | Common |
| QUANTA SERVICES INC | 900 | 380 | Common |
| DUKE ENERGY CORP NEW | 3171 | 372 | Common |
| GENERAL MOTORS CO | 4480 | 364 | Common |
| PHILLIPS 66 | 2808 | 362 | Common |
| KIMBERLY CLARK CORP | 3506 | 354 | Common |
| COMCAST CORP NEW CL A | 11346 | 339 | Common |
| AMER ELECTRIC POWER CO | 2934 | 338 | Common |
| YUM! BRANDS INC | 2219 | 336 | Common |
| FIRST TRUST VALUE LINE | 7199 | 332 | ETF |
| WARNER BROS DISCOVERY | 11140 | 321 | Common |
| SEACOAST BKG CORP FLA | 10000 | 314 | Common |
| PARKER HANNIFIN CORP | 351 | 309 | Common |
| VANGUARD DIVID | 1389 | 305 | ETF |
| GENL MILLS INC | 6538 | 304 | Common |
| ISHARES CORE S&P MIDCAP | 4530 | 299 | ETF |
| NUCOR CORP | 1800 | 294 | Common |
| FORD MOTOR CO COM | 22362 | 293 | Common |
| AIR PROD & CHEMICAL INC | 1169 | 289 | Common |
| DELL TECHNOLOGIES INC | 2143 | 270 | Common |
| KKR & CO INC CL A | 2100 | 268 | Common |
| ALIBABA GROUP HLDG LTD | 1755 | 257 | Sponsored ADR |
| ISHARES TR S&P 500 GROWTH ETF | 2080 | 256 | ETF |
| MEDTRONIC PLC | 2638 | 253 | Common |
| HERSHEY CO | 1384 | 252 | Common |
| INVESCO WATER RESOURCES | 3530 | 249 | ETF |
| BANK OF NEW YORK MELLON | 2125 | 247 | Common |
| STATE STREET SPDR S&P | 2022 | 247 | ETF |
| ISHARES CORE S&P | 2039 | 245 | ETF |
| STATE STREET ENERGY | 5490 | 245 | ETF |
| COLGATE PALMOLIVE CO | 3019 | 239 | Common |
| TEXAS INSTRUMENTS | 1355 | 235 | Common |
| ISHARES S&P SMALLCAP 600 | 1640 | 232 | ETF |
| VULCAN MATLS CO COM | 812 | 232 | Common |
| UNITEDHEALTH GROUP INC | 700 | 231 | Common |
| AUTOMATIC DATA PROCESSNG | 896 | 230 | Common |
| CSX CORP COM | 6315 | 229 | Common |
| EXTRA SPACE STORAGE INC | 1750 | 228 | Common |
| CARDINAL HEALTH INC | 1095 | 225 | Common |
| CORTEVA INC | 3357 | 225 | Common |
| PUBLIC SERVICE ENTERPRSE | 2792 | 224 | Common |
| CONS EDISON CO (HOLDING | 2223 | 221 | Common |
| VANGUARD S&P 500 ETF | 340 | 213 | ETF |
| TJX COS INC NEW | 1367 | 210 | Common |
| ANALOG DEVICES INC | 767 | 208 | Common |
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